Engagement Fields

Here is a description of the fields on the Engagement object.

Key: R – Read-only

Engagement Fields




Account   Customer account this engagement relates to.
Description   Description of the engagement.
End Date   Date on which the engagement ends.
Engagement Number R Number of the engagement.
Start Date   Date on which the engagement starts.

Lightning Actions

Here is a description of the Lightning actions available on the Engagement object.

Engagement Lightning Actions
Action Description
Generate Revenue Contract

Creates a revenue contract for the engagement or updates the existing revenue contract linked to the engagement with new performance obligations. For more information, see Generating Revenue Contracts for Engagements.


This action is only available when Revenue Management is installed in your org. For more information, see Setting up Revenue Management for Engagements.